Automate anything with mydocsafe & freshservice Integrations!

When this happens

Triggers

mydocsafe
Document is Signed

Triggers when a document is signed by all required parties.

mydocsafe
Form is submitted

Triggers when a form is submitted

mydocsafe
Esign is Rejected

Triggers when a esign is rejected

mydocsafe
Sign Request Sent

Triggers when a document sign request is sent.

Do this

Actions

mydocsafe
Create a Folder

Create Folder in a specific parent folder

mydocsafe
Create a Portal

Create a Portal in a Portal Group

mydocsafe
Create a Portal Group

freshservice
Create Ticket

Creates a new support ticket in Freshservice.

freshservice
Add Note to Ticket

Adds a note to an existing ticket to provide additional information.

freshservice
Create Requestor

Allows you to create a Requester in Freshservice for your support domain.

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Freshservice
About Freshservice

Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.

MyDocSafe
About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

Integrations run at

viasocket